Wills, Probate & Trusts

Planning for the transfer of wealth to the next generation.

Wills, Probate & Trusts

One of the most important decisions facing a family is planning for the transfer of wealth to the next generation with a minimum tax burden and maximum personal enrichment for the family. We are committed to understanding each client’s unique challenges, needs and objectives, and implementing a planning solution that addresses each of them, while incorporating the best tax-planning opportunities. Careful consideration is given to the seamless transition of the closely-held business, uninterrupted access to income, and the preservation and management of assets for children, grandchildren and future generations. The depth of our experience has helped business owners, executives, physicians and other individuals create the necessary structure to implement their goals.